2026-04-13 22:01:03
BlackRock restores its overweight position in US stocks, saying that the impact of the Middle East conflict is manageable and that AI-driven earnings expectations are rising
BlackRock strategists have again turned bullish on U.S. stocks, taking an overweight view. They believe the impact of the Middle East conflict on the global economy is manageable, and that corporate earnings forecasts are rising. The recent ceasefire and the resumption of shipping are seen as positive signals—especially with the technology sector performing strongly.